Affiance Financial’s Oracle ORCL Stock Holding History

Affiance Financial’s Portfolio ORCL Stock Details ORCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$637K	Buy	4,349 +8	+0.2%	+$1.45K	0.09%	69
2026 Q1	$639K	Sell	4,341 -68	-2%	-$11.1K	0.1%	63
2025 Q4	$859K	Sell	4,409 -65	-1%	-$15.5K	0.14%	57
2025 Q3	$1.26M	Sell	4,474 -769	-15%	-$196K	0.23%	45
2025 Q2	$1.15M	Buy	5,243 +33	+0.6%	+$5.33K	0.23%	45
2025 Q1	$728K	Buy	5,210 +106	+2%	+$17.3K	0.17%	56
2024 Q4	$851K	Buy	5,104 +7	+0.1%	+$1.24K	0.2%	57
2024 Q3	$869K	Buy	5,097 +1,293	+34%	+$187K	0.21%	55
2024 Q2	$537K	Buy	3,804 +11	+0.3%	+$1.37K	0.14%	61
2024 Q1	$476K	Sell	3,793 -300	-7%	-$34.3K	0.13%	67
2023 Q4	$432K	Sell	4,093 -350	-8%	-$38.2K	0.13%	69
2023 Q3	$471K	Hold	4,443	–	–	0.24%	65
2023 Q2	$529K	Hold	4,443	–	–	0.26%	65
2023 Q1	$413K	Hold	4,443	–	–	0.22%	70
2022 Q4	$363K	Hold	4,443	–	–	0.15%	82
2022 Q3	$271K	Hold	4,443	–	–	0.15%	68
2022 Q2	$310K	Hold	4,443	–	–	0.17%	71
2022 Q1	$368K	Hold	4,443	–	–	0.18%	74
2021 Q4	$387K	Hold	4,443	–	–	0.16%	84
2021 Q3	$387K	Sell	4,443 -1,000	-18%	-$88.3K	0.17%	82
2021 Q2	$424K	Hold	5,443	–	–	0.18%	80
2021 Q1	$382K	Hold	5,443	–	–	0.17%	80
2020 Q4	$352K	Hold	5,443	–	–	0.18%	81
2020 Q3	$325K	Hold	5,443	–	–	0.19%	75
2020 Q2	$301K	Hold	5,443	–	–	0.16%	73
2020 Q1	$263K	Hold	5,443	–	–	0.18%	70
2019 Q4	$288K	Hold	5,443	–	–	0.16%	77
2019 Q3	$300K	Hold	5,443	–	–	0.18%	75
2019 Q2	$310K	Sell	5,443 -126	-2%	-$6.82K	0.19%	75
2019 Q1	$299K	Sell	5,569 -367	-6%	-$18.7K	0.19%	74
2018 Q4	$268K	Sell	5,936 -300	-5%	-$14.4K	0.18%	79
2018 Q3	$322K	Sell	6,236 -300	-5%	-$14.6K	0.21%	70
2018 Q2	$288K	Sell	6,536 -300	-4%	-$13.8K	0.22%	74
2018 Q1	$313K	Sell	6,836 -300	-4%	-$14.9K	0.28%	62
2017 Q4	$337K	Buy	7,136 +770	+12%	+$37.8K	0.25%	57
2017 Q3	$308K	Sell	6,366 -233	-4%	-$11.6K	0.25%	61
2017 Q2	$331K	Sell	6,599 -250	-4%	-$11.4K	0.26%	53
2017 Q1	$306K	Sell	6,849 -177	-3%	-$7.37K	0.24%	59
2016 Q4	$270K	Sell	7,026 -177	-2%	-$6.92K	0.22%	69
2016 Q3	$283K	Sell	7,203 -455	-6%	-$18.5K	0.23%	66
2016 Q2	$313K	Hold	7,658	–	–	0.26%	63
2016 Q1	$313K	Hold	7,658	–	–	0.3%	66
2015 Q4	$280K	Hold	7,658	–	–	0.29%	64
2015 Q3	$277K	Sell	7,658 -300	-4%	-$11.5K	0.35%	62
2015 Q2	$321K	Hold	7,958	–	–	0.41%	66
2015 Q1	$343K	Hold	7,958	–	–	0.52%	53
2014 Q4	$358K	Buy	+7,958	New	+$324K	0.63%	43

Other funds holding ORCL

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

FWIA

Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return

Affiance Financial's ORCL Position: Q2 2026 in Review

Affiance Financial increased its Oracle (ORCL) stake by 0.18% in Q2 2026, buying an estimated $1.45K and bringing the position to 4,349 shares worth $637K. The position accounts for 0.09% of the portfolio, ranked #69.

Affiance Financial first reported a position in ORCL in Q4 2014 and has held it in 47 quarters since. The position peaked at $1.26M in Q3 2025. 1,669 funds tracked by Wall St. Rank hold ORCL as of Q2 2026.

Affiance Financial held 4,349 shares of Oracle worth $637K as of Q2 2026.
Affiance Financial bought 8 Oracle shares in Q2 2026, an estimated $1.45K.
Oracle made up 0.09% of Affiance Financial's portfolio in Q2 2026, its #69 holding.
Affiance Financial first reported a position in Oracle in Q4 2014 and has held it in 47 quarters since.
Affiance Financial's Oracle position peaked at $1.26M in Q3 2025.
1,669 funds tracked by Wall St. Rank held Oracle as of Q2 2026.

Based on Affiance Financial's 13F filing for Q2 2026, filed 9 Jul 2026.